CAPITAL GROUP DIVIDEND VALUE's ticker is and the CUSIP is 14020W106. A total of 213 filers reported holding CAPITAL GROUP DIVIDEND VALUE in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,569,274 | +112001.9% | 172,621 | +14.5% | 0.99% | +51.4% |
Q2 2023 | $4,076 | +34.8% | 150,747 | +24.3% | 0.66% | +32.3% |
Q1 2023 | $3,024 | +19.5% | 121,251 | +13.0% | 0.50% | +4.4% |
Q4 2022 | $2,530 | -99.9% | 107,266 | -37.9% | 0.48% | -52.2% |
Q3 2022 | $4,569,274 | +701.6% | 172,621 | +586.3% | 0.99% | +675.8% |
Q2 2022 | $570,000 | – | 25,153 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Investment Advisory Services, LLC | 792,622 | $19,767,992 | 14.07% |
Erickson Financial Group, LLC | 532,468 | $13,279,752 | 13.17% |
Ergawealth Advisors, Inc. | 494,330 | $12,328,594 | 10.04% |
Confluence Wealth Services, Inc. | 1,444,561 | $36,027,349 | 8.40% |
WNY Asset Management, LLC | 1,096,770 | $27,353,409 | 6.50% |
&PARTNERS | 450,424 | $11,321,946 | 5.44% |
FinDec Wealth Services, Inc. | 281,424 | $7,018,704 | 5.31% |
Johnson Bixby & Associates, LLC | 726,545 | $18,120,027 | 4.00% |
Souders Financial Advisors | 630,105 | $15,714,819 | 3.34% |
Smallwood Wealth Investment Management, LLC | 96,661 | $2,410,725 | 2.28% |